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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,649 | $154,228-43.8% | $145,433-40.4% | $137,256-36.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.07% | 74.59%-58.5pp | 66.58%-50.5pp | 220.34%-204.3pp |
| Employer contribution / active EE | $6,947 | $4,804+44.6% | $4,554+52.5% | $4,156+67.2% |
| Participant deferral / active EE | $3,659 | $8,216-55.5% | $7,897-53.7% | $6,407-42.9% |
| Admin fee / account holder | $1,048 | $14,344-92.7% | $13,129-92.0% | $12,270-91.5% |